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ELEVATE WEALTH AND FINANCIAL PLANNING LTD

Active
08039296·incorporated 2012-04-20

ELEVATE WEALTH AND FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 20 April 2012 at Companies House (number 08039296; OpenRegistry canonical ID GB-08039296-elevate-wealth-and-financial-planning-ltd). Sophymarine's OpenRegistry classifies it under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.), one of 7,698 active UK entities in that code and one of 5,363 active companies registered in St Helens, Merseyside (postcode WA11). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2012-04-20
Registered Address
65 BEECH GARDENS, RAINFORD, ST HELENS, MERSEYSIDE, WA11 8DW, ENGLAND
SIC
66190 — Activities auxiliary to financial intermediation n.e.c.
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of ELEVATE WEALTH AND FINANCIAL PLANNING LTD

Accounts

Last filed accounts made up to 2025-04-30. Next accounts due 2027-01-31. Financial year-end: 30/04. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2026-03-25. Next confirmation statement due 2027-04-08.

Persons with significant control

ELEVATE WEALTH AND FINANCIAL PLANNING LTD has 2 persons with significant control on file:

  • Mr Joel Christopher Wood born 1975 resident in United Kingdom, British national. Notified 2016-04-21.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
  • Ms Kerry Wood born 1978 resident in United Kingdom, British national. Notified 2016-04-21.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.):

Other companies registered in St Helens:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08039296.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.